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Showing 21 - 29 of 29 results for "Easton"

Dealer groups slam FPA policy

ELIZABETH MCARTHUR | THURSDAY, 4 JUN 2020

Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance ...

Platform provider divests advice firm

ELIZABETH MCARTHUR | WEDNESDAY, 17 JUL 2019

... the repayment by this entity of $225,000 in loan funds. McGregor is also founder of GPS Wealth. GPS Wealth was sold to Easton Investments in 2017, at which time McGregor stepped down as director. Financial Standard understands he is still employed by ...

YTML expands team, signs new client

ELIZABETH MCARTHUR | WEDNESDAY, 10 APR 2019

... exceeding the 700 mark. "We anticipate continued strong growth in both user numbers and app partners over this calendar year." Easton Wealth executive director Grahame Evans added: "With increasing regulation and higher client expectations, the most ...

Easton buys SMSF service provider

KANIKA SOOD | THURSDAY, 20 SEP 2018

Easton Investments has acquired a company which authorises accountants to provide SMSF advice services. The SMSF Expert has a limited AFSL and runs a subscription-based model, providing dealer services including compliance, training, technical support ...

Wealth firm acquires taxation educator

JAMIE WILLIAMSON | FRIDAY, 12 JAN 2018

... acquired a provider of in-house tax training for accountants and lawyers. Knowledge Shop, a wholly-owned subsidiary of Easton Investments, has paid $360,750 to acquire 65% of Taxbytes; a provider of in-house tax training to the accounting and legal industries. ...

Advisers flock to non-insto licensees

ALEX BURKE | SUNDAY, 1 OCT 2017

... gatekeepers," the report said. The fastest-growing of these non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis, Unison Wealth Management and Hunter ...

Easton to acquire $1.7bn advice group

ALEX BURKE | TUESDAY, 27 JUN 2017

Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According ...

Easton makes $2.75m acquisition

ALEX BURKE | FRIDAY, 26 AUG 2016

Easton Investments has acquired a provider of corporate, trust and SMSF documentation for $2.75 million. Panthercorp CST's documentation services are primarily used by accounting businesses for clients looking to incorporate businesses or create trust ...

Praemium adds Easton AM to SMA platform

LAURA MILLAN | THURSDAY, 12 SEP 2013

Praemium has added Easton Asset Management Global Tactical Model on its separately managed account (SMA) platform. The Global Tactical model portfolio uses global tactical asset allocation and Australian Securities Exchange (ASX) listed exchange-traded ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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